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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-01 |
| CA | RA | APPROVED | 2016-12-27 |
| TX | RA | APPROVED | 2016-12-27 |
| NJ | RA | APPROVED | 2016-12-23 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2014 | 12/2016 |
| Morgan Stanley | Pasadena | CA | 12/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | Present |
1. Rental Property; Coopersburg, PA; Rental; Sole Proprietor / Owner / Partner; 01/2016; During business hours: 0, After business hours: 1 2. Reformation; Investment related: No; Los Angeles, CA; Clothing Retailer ; One Time Modelling for Holiday Campaign (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 7; One day photoshoot - should be no more than 5-6 hours on Saturday the 28th. 3. 425412 - Rental Income; Investment related - Yes; Valley Glen, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-20 |
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